David Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, David Wealth Management LLC holds 2,839 shares of IWF stock, worth $1.25 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
2,839
Previous 2,839
-0.0%
Holding current value
$1.25 Million
Previous $1.03 Billion
17.58%
% of portfolio
0.9%
Previous 0.86%
Shares
1 transactions
Others Institutions Holding IWF
# of Institutions
2,497Shares Held
226MCall Options Held
356KPut Options Held
86.1K-
Bank Of America Corp Charlotte, NC30.4MShares$13.4 Billion0.91% of portfolio
-
Morgan Stanley New York, NY24.9MShares$11 Billion0.66% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX17.9MShares$7.87 Billion0.85% of portfolio
-
Goldman Sachs Group Inc New York, NY9.69MShares$4.27 Billion0.59% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$3 Billion0.19% of portfolio